Once created, onboarding profiles will display
statuses both on the Onboarding landing page and within the individuals’ onboarding profile underneath the new hire employee name.
Not Yet Invited
This is the default status upon the creation of a new hire employee
onboarding profile. Upon the creation of a new hire employee, the welcome
email drafted in the creation wizard is not yet sent. The email itself at this
stage will also have its own status of “Not sent”.
Invitation Sent
Once the HR Admin clicks the “Send invite” button next to the “Admin” header,
the email drafted is sent to the new hire employee and the status changes
automatically to “Invitation Sent”.
In Progress
The status is automatically changed to “In Progress” when the new hire
employee has received their welcome email and clicked on the “Accept Invitation”
registration link.
Completed
Once the new hire employee has confirmed and submitted their employee
registration guide, the onboarding status will then change to “Completed”.
HR Approved
Once the onboarding is completed, the HR Admin can click on the “Send to
HR” button and the information will sync to Payroll and HR, this will change
the status to “HR Approved”.
Abandoned/Cancelled
From any status, the HR Admin can delete an onboarding profile and the status
will change to “Abandoned/Cancelled”. This status means that it cannot be
changed back to any other status and no further action can be made.